Financial modeling Professionals & Consultants

Showing 65 freelancers

Financial modeling Professionals & Consultants

Showing 65 freelancers

  • Ph.D. in Finance with 4 years experience in writing scientific papers

    I am a professionally trained academic writer and market researcher, holding a Ph.D. in Finance (with the thesis Banking Risks - A Systemic Approach). I have worked full-time for 8 months as Sales and Account Officer in Alpha Bank Romania … more

    I am a professionally trained academic writer and market researcher, holding a Ph.D. in Finance (with the thesis Banking Risks - A Systemic Approach). I have worked full-time for 8 months as Sales and Account Officer in Alpha Bank Romania and I also have university teaching experience. I completed two international internships in UK and Spain (2009 and 2007) in two financial companies. I have a large experience in the financial and academic field based on a wide array of activities: conferences, workshops, trainings, summits, summer schools, internships on finance, economics, banking and marketing (in Armenia, Austria, the Czech Republic, Greece, Montenegro, Republic of Moldova, Romania, Russia, Spain, and the UK). I have written 22 articles (co-author of a book: International financial monetary economy and some issues of the modern world, and author of another book - Banking Risks - A Systemic Approach), published both in Romania and internationally in journals and conference proceedings. COMPETENCIES: * Research in Finance/Economics/Statistics; * Proficient use of reference styles as APA 6th, Harvard, MLA, Chicago etc; * Proficient use of Microsoft Word, Excel, PowerPoint, EViews 7.0 CONFERENCES, TRAININGS, WORKSHOPS, SUMMITS, SUMMER SCHOOLS: 2013 • Grundtvig Workshop Literacy Opportunities for Adults in Rural Areas, Lifelong Learning Program, Gaziantep, Turkey (10th-17th of November); • International Training Europe is Us, Youth in Action Program, Costești, Republic of Moldova (7th-14th of October); • The 3rd International Conference of ASECU Youth, Knowledge Economy – Impact on Development of the Countries from East and South East Europe, Faculty of Economics, University of Montenegro, Kotor, Montenegro, (15th -20th of July); • Spring School Communication in Research organized by University of Vienna, Gols, Burgenland, Austria (12th – 16th of May). 2012 • The 6th International Conference Globalization and Higher Education in Economics and Business Administration, Iasi, Romania (The Impact of Basel III in Eastern European Banking. A Comparative Case Study), (18th-20th of October) • 7th International Conference on Theoretical and Applied Economic Practices Economic Growth in Conditions of Globalization, Chisinau, Republic of Moldova (Basel III in Eastern European banking: changes, challenges and implications, 18th-19th of October) • 30th International Conference on Mathematical Methods in Economics, Karvina, Czech Republic, (Real Exchange Rate Behavior in 4 CEE Countries Using Different Unit Root Tests under PPP Paradigm) (11th -13th of September) • 2nd ASECU Youth Conference, Iasi, Romania, (PIIGS Countries: Where to? A Default Risk Analysis), (12th-14th of July) • Workshop: STUDENTS4EXCELLENCE Assessment Center , McKinsey Offices, Vienna, Austria (14th of June) 2011 • YES (Young Economist Student) Summit Ethics and Business in 21st Century - Impact and Implications of the Global Financial and Economic Crisis, Yerevan, Armenia, (Credit Risk in Banking: Beyond Ethics. The Case of Romania (28th of November-3rd of December); • The 5th International Conference Globalization and Higher Education in Economics and Business Administration, Iasi, Romania, (Mapping Systemic Risk. An European perspective), (20th -22nd of October) • International Conference of Association of Economic Universities of South and Eastern Europe and the Black Sea Region (ASECU), Rostov-on-Don, Russia (Sovereign Debts and the Speed of Economic Recovery in South-Eastern European Countries) (12th -18th of September); • 12th Doctoral Annual Conference , Faculty of Finance and Accounting, University of Economics, Prague, Czech Republic, (12th-13th of May); • Probleme actuale ale economiei globale, “Ovidius” University of Constanta, Romania, (16th -17th of April) • Hradec Economic Days, University of Hradec Králové, Fakulty of Informatics and Management, Czech Republic, (2nd -10th of February).  less

    financial-modeling financial-analysis market-research business-plans 00 more less
    • $16.67 HOURLY RATE
    • 5.0
    • 136 HOURS
    • ROMANIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 9 TESTS
  • Analyst / Accountant / Consultant

    Hi ODesk Employers! My name is Mike Kazanjy and I am a Financial Analyst with 7 years of experience in Business and Asset Valuation, Asset Management, Financial Modeling, Forecasting Planning and Analysis, Public Sector Consulting, Web Company Finance, Market Research … more

    Hi ODesk Employers! My name is Mike Kazanjy and I am a Financial Analyst with 7 years of experience in Business and Asset Valuation, Asset Management, Financial Modeling, Forecasting Planning and Analysis, Public Sector Consulting, Web Company Finance, Market Research and Policy Analysis and a whole host of other things. I am an Excel wizard, have tons of experience with pulling data from various databases and financial systems, cleaning, consolidating and analyzing said data and making sense of it. I am going to attach the relevant parts of my paper resume below, so please get in touch if you might have any matches in needs for my expertise. WORK EXPERIENCE 6/13 - 11/13 Autodesk, Inc. Premier CAD software company, producing over 150 software-service package products (ADSK) Senior Financial Analyst - Sales Finance HQ (Contract): Lead forecast consolidation analyst, month and quarter-end Sales Finance support, FP&A support. May, 2010 - October, 2012 Hotwire Group, Inc. Online Travel Agency specializing in discounted inventory, wholly owned subsidiary of Expedia Inc. (EXPE) Senior Financial Analyst: Hotwire Group (HWG) P&L analysis, revenue and expense forecasting, supply and demand forecasting and analysis, customer care (call-center) expense forecasting and analysis, statistical & historical trending analysis, accounting reconciliation, traffic and funnel analysis, and ad hoc financial data analysis for all HWG teams. First year: Revamped HWG business reporting to reflect product enhancements and new revenue streams. Built new forecasting model to reflect all revenue streams, new products, and relationships with Expedia Inc. sister companies. Full forecasting responsibilities for CarRentals.com, maintaining forecast accuracy within 3% by month. Developed indirect cost analysis for shared resources within HWG business groups. Developed and executed pricing analysis for new Hotwire media products and Expedia Inc. traffic-sharing programs. Second Year: Took on additional forecasting, analysis and reporting duties for Expedia Global Car product, including over 30 points of sale, domestic and international. Redesigned Expedia Inc. Car forecasting models for revised supplier contracts, including the dissolution of existing contracts for recently acquired businesses for EXPE. Led development of automated supplier revenue reporting, contracted incentive program and risk-mitigation models for CarRentals.com, Hotwire.com and Expedia.com. Developed models for scenario analysis during ABG, DTAG contract negotiations. January 2008 - May 2010 FCS Group Financial consulting firm specializing in municipal financial plans, capital improvement programs and debt finance structuring, particularly for Water Agencies and Special Community Service Districts Senior Analyst: Third employee of 5 head start-up office in San Francisco with support of 20 person office in Redmond, WA. I successfully marketed, executed and presented comprehensive financial plans for small and large clients, primarily municipal agencies, while aiding in marketing efforts, including proposal-writing, prospective interviews, attending and presenting at conferences. Collected, cleaned and analyzed engineering, operational, financial, and customer data, from numerous variations of client data sources. I developed technical memorandums, project reports, presentations and financial modeling products for numerous municipal clients, large and small. May 2007 - August 2007 Tiburon Research Group Equity Research Internship: Consolidated and analyzed daily, weekly and monthly sales and earnings reports for consumer goods, food and beverage publicly traded companies. August 2006 - May 2007 Innovative Mobility Research Research Associate: Collected, Analyzed and Reported on data in the transportation field. EDUCATION University of California, Berkeley Bachelor of Arts in Economics Major/Minor GPA: 3.8/4.0 Overall GPA: 3.4/4.0 SKILLS Technology: Excel, all functions, WhatIf, Pivots and macro-based automation; Office Suite, Oracle Financials, SAP, BPC, Business Objects, Hyperion/Essbase, Quickbooks, ForecastPRO, Microstrategy, Access, MySQL, SPSS and STATA. With the various brand administrative websites at Expedia and the data sources I experienced with FCS - I think of myself as an expert in learning to use new data tools quickly and effectively. Analytical: Business Valuation, Asset Allocation and Management, Indirect Cost Analysis, Microeconomic analysis, Econometrics, Policy Analysis, Regression Data interpretation,  less

    financial-modeling 00 more less
    • $33.33 HOURLY RATE
    • NO FEEDBACK GIVEN
    • 0 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 2 TESTS
  • Financial Analyst/Excel Developer/VBA Expert/Powerpoint specialist

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed … more

    9+ years experience in Financial Research, Data analysis, Excel/VBA & Report writing. 5 star rated on oDesk with excellent communication skills. Fast learner and high attention to detail Have worked on a variety of financial and analytical assignments. Well versed in developing excel models, performing data analysis, writing business reports and preparing high impact powerpoint presentations. Have developed Excel templates, financial models with VBA - macros, userforms, functions and event based programs.  less

    financial-analysis microsoft-excel vba data-scraping data-analysis microsoft-word microsoft-powerpoint financial-modeling tableau 00 more less
    • $15.00 HOURLY RATE
    • 5.0
    • 2117 HOURS
    • INDIA
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 9 TESTS
  • Business Plans + Decks + Research + Consulting

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full … more

    I create plans and models for entrepreneurs and startups. My documents help them pitch to investors, banks, and potential business partners. Many of my clients are founders, organizations and companies seeking to create business and marketing plans, business models, full pitch decks or online presentations. Among my past clients I have financial institutions, food distribution companies, entertainment start-ups, media websites and green energy companies, plus many nonprofit organizations. My best clients are the ones with new and disruptive ideas. In my process I ask many questions, do a lot of research, propose new ideas, explore diverse channel of distribution, provide a lot of graphics, create models using a canvas business model system, run numbers and create financial projections. At the end, I do everything I can to create useful and powerful documents for my clients. "OFF-LINE" I have my own business consulting firm working from New York City, (EST) but available around the clock. I have an MPA from Cornell University (USA) and I speak English and Spanish. ----- MY PHILOSOPHY on writing business plan is simple: every business plan is unique and every client deserves a professional and timely service. I do not over promise, I do what I said I will do. Simple. Some business and marketing plans are designed to get a loan from a bank, others to get potential investors excited about a project. Most of the time is a tool to raise money, but all the time should be an instrument to guide your future. In my work I get inspiration from big angel and venture capitalist firms, such as the giant investor Sequoia Capital; that has invested in companies like Apple, Google, YouTube, PayPal, Instagram, Yahoo!, Atari, Kayak, Zappos, and LinkedIn. I always suggest my potential clients to read what they are asking from people that want to get funds from them: www.sequoiacap.com/ideas They are not asking for a 100-page business plan. They believe that the best founders are clear thinkers. ----- MY PROCESS is also simple. I start with your ideas and your initial data and work until you are completely satisfied. I want to invite you to see my process of writing business plans here: http://goo.gl/ugB0l1 Before you hire me I give you a very clear plan of what I will do for you, step by step, with a feasible timetable. Again, I do not over-promise, I do what I said I will do. By hours, this is a breakdown of my typical development process: 1) Business Consulting (2-6 hours) 2) Market (Research and Plan) (4 to 8 hours) 3) Financials (4 to 10 hours) - 3 to 5 years of Sales, Profit & Loss, Cash Flow and Balance Sheet forecasts. 4) Writing (8 to 16 hours) - following the format of California VC firm Sequoia Capital and adding charts, maps, graphics, etc., to clarify your business pitch. 5) Online presentation (4 to 8 hours) - on prezi.com. My tools are 1)Internet for research, 2) Skype for communication, 3) ASANA -the project management tool created by one of the founders of Facebook- to organize my work, 4) Excel to plot all financial projections, 5) PowerPoint to design pitch decks, and 6) a few RedBulls to work overnight and on time. Everything will start with a Skype chat and we go from there. ----- TERMS I work around your budget. I know that startups are not cash cows. Because every plan is unique, I like to discuss final payment terms during the interview process. My original bid is a guide for the client, and is based, usually, on a week of work (about 40 hours). Depending on the nature, format and stage of your business project, my work could take about a week and in some cases several weeks. My hourly rate is $65, and usually will take me 20 to 40 hours of work to develop a comprehensive plan. If you hire me as a fixed rate contract, I operate on a 3-payment basis. The first 20% is due at project start, a second payment of 40% at an agreed upon middle milestone, and the final 40% upon completion of the project. ------- SAMPLES Looking for samples of my work? Here is a list of some of my past projects: IT service start-up in Germany, data center in Uganda, online food service platform in Brazil, crowdfunding site in California, niche social network in the UK, nonprofit in Mozambique, real estate fund in Taiwan, TV production company in Los Angeles, agro-business in Nigeria, entertainment company in Holland, publishing service in Spain, beverage company in the UK, entrepreneurial education center in Dubai, pharmaceutical start up in Lebanon, electric company in Saudi Arabia, and several iOS native app start-up in Australia, Ukraine, Puerto Rico and USA. If you request a connection via Linkedin you can see past clients’ recommendations here: www.linkedin.com/in/josebello ----- FINAL NOTE: If you do not hire me, let me wish you good luck in your future business. Keep it up and dream big. Jose  less

    business-development business-plans business-models presentation-design microsoft-powerpoint venture-capital-consulting financial-modeling business-writing business-coaching 00 more less
    • $65.00 HOURLY RATE
    • 5.0
    • 383 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 9 PORTFOLIO ITEMS
    • 1 TEST
  • Data Analyst, Advanced Excel, VBA, Dashboards, Finance

    I am a MBA with Specialization in Marketing & Operations Management. I have a bachelors degree in Computer Science. I have a 8 years experience in the field of Finance, Stock market, financial analysis, portfolio management, Stock research, client servicing, Data … more

    I am a MBA with Specialization in Marketing & Operations Management. I have a bachelors degree in Computer Science. I have a 8 years experience in the field of Finance, Stock market, financial analysis, portfolio management, Stock research, client servicing, Data analysis.. I have strong knowledge of Excel using advanced formulas, Pivot table, VBA and Dashboards. I am here to build a long-term work relationship with good clients. I assure my clients timely, accurate and innovative solutions. I also ensure trustworthy career. Areas of Expertise : - Complete applications in Excel, VBA, and Visual Basic, SQL, Microsoft Access. - Custom Workbooks, Advanced and Interactive Charts - Custom Templates - Specialized VBA procedures and functions - Financial Dashboards  less

    sales customer-service report-writing portfolio-performance-modeling stock-management data-analysis data-mining financial-analysis financial-modeling microsoft-excel 00 more less
    • $8.89 HOURLY RATE
    • 5.0
    • 2236 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 11 TESTS
  • Certified public Accountant, Economist, MBA graduate

    I am a certified public accountant, economist, MBA, former employee of KPMG (Big Four firm), and co-founder of a successful startup (lingolearn). My firm (StartupAlready) produces business plans for startups and existing businesses aimed at both seeking investment capital and … more

    I am a certified public accountant, economist, MBA, former employee of KPMG (Big Four firm), and co-founder of a successful startup (lingolearn). My firm (StartupAlready) produces business plans for startups and existing businesses aimed at both seeking investment capital and internal strategic development. We also offer valuations, financial forecasting and business consulting. Our team also includes the talented J. McMillan, a San Francisco based technical writer. Our business plans are highly customized thanks to intense client interaction and constant improvement of our process over time. We treat your business like it is our own and make it our personal mission to help you to formulate a well-balanced picture of your business that appeals to your reader, while also offering the added value of business consulting and shaping your strategy. Our plans have a proven track record of raising money from angel investors and have been positively reviewed by institutions including Credit Suisse and ExxonMobil. I have given lectures at universities and participated in various seminars as a mentor and a coach (recently mentored and lectured in 3 Startupweekend events). Regards, Eli from StartupAlready  less

    business-plans financial-modeling financial-management economic-analysis business-coaching startup-consulting 00 more less
    • $44.44 HOURLY RATE
    • 5.0
    • 12 HOURS
    • ISRAEL
    • LAST ACTIVE
    • 2 PORTFOLIO ITEMS
    • 5 TESTS
    ASSOCIATED WITH:
  • Business Strategist / Project Management

    Just call me the business doctor. If it involves the management of your business, I have done it! Building financial models, creating investor presentations, developing salary and commission structures, enhancing sales pipelines, developing and refining overall business strategies, creating marketing … more

    Just call me the business doctor. If it involves the management of your business, I have done it! Building financial models, creating investor presentations, developing salary and commission structures, enhancing sales pipelines, developing and refining overall business strategies, creating marketing strategies, and improving existing operational processes - These are my background. I spent ten years as a project manager delivering large, technically complex construction projects for manufacturing companies. I've now spent eleven years providing management consulting services to engineering, construction, manufacturing, services, and start-ups (from gyms to cleantech) on their businesses.Take a look at my portfolio to see snapshot examples of my work. Just as businesses need a wide range of services that fall under management consulting, I have performed a plethora of services. Here are some examples: Developed a go to market strategy, wrote the business plan, wrote the financial plan, made investor contacts, made a presentation to investors, and got an offer of funding for a start-up cleantech firm. Created a business plan and financial plan for a start-up gym looking intending to crowdsource the initial investment. Provided new business development strategies and financial analysis of existing operations for an environmental consulting firm. Project managed a non-profit foundation's new web portal by starting with basic business principles to determine what, how, and who in content, delivery, and target audience. Created a massively complex predictive P&L financial model for a Los Angeles start-up that had both web and physical sales channels, vendors, and complex commission structures. Solved difficult constructability issues on capital construction projects that minimized disruption to on going operations at facilities. Performed a Lean process improvement project on an electrical contractor's estimating department showing how throughput could be increased by 25%. Developed a new business development, marketing strategy, and sales pipeline system for an established consulting company. Created a "quick strategy" system to help the founder develop the initial strategy behind his quality management consulting firm. Developed a marketing effectiveness tool that can be used for larger firms to test the robustness of their marketing spending. Developed dashboard KPI measures for firms' operations. Wrote construction claims for projects based upon data, documents, and contracts on over $100 million worth of contracts recovering over $7 million in just over a year.  less

    strategic-planning financial-modeling project-management business-plans business-analysis business-scenario-development business-process-reengineering process-improvement 00 more less
    • $50.00 HOURLY RATE
    • 5.0
    • 4 HOURS
    • UNITED STATES
    • LAST ACTIVE
    • 12 PORTFOLIO ITEMS
    • 2 TESTS
  • I am an Independent/Freelance Consultant provide consulting services in Investment, Finance, Management & Strategy. I am an accomplished professional with 12+ years’ experience in the areas of Business Analysis/Research, Financial Modelling, Corporate Strategy, Risk Management, Credit Appraisal, Business Operation … more

    I am an Independent/Freelance Consultant provide consulting services in Investment, Finance, Management & Strategy. I am an accomplished professional with 12+ years’ experience in the areas of Business Analysis/Research, Financial Modelling, Corporate Strategy, Risk Management, Credit Appraisal, Business Operation & Development with Corporate, SMEs & Retail Assets in Financial Services / Leasing & IT enabled industry like EDS, Bajaj, First Leasing, CMC and Ford at different levels of management I am a Management Graduate in Finance from Pune, India with knowledge of Global & Indian Economy. I believe in blue ocean rather than red ocean to enhance growth. For more details please visit my web sites: http://deepakagrawalblog.wordpress.com/ http://www.slideshare.net/deepakagrawal2009  less

    business-valuation corporate-finance risk-management financial-modeling financial-analysis presentations strategic-planning article-writing 00 more less
    • $10.00 HOURLY RATE
    • 4.0
    • 0 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 11 TESTS
  • Business/Financial Consultant, MBA

    Over the last 18 years, I have helped technology start-ups and SMBs start and grow their business by offering my skills in Business and Financial consultancy, Product/Project Management and Operations management. My core competency lies in writing Business Plans … more

    Over the last 18 years, I have helped technology start-ups and SMBs start and grow their business by offering my skills in Business and Financial consultancy, Product/Project Management and Operations management. My core competency lies in writing Business Plans, Marketing Plans, Project Charters and managing and developing products end-to-end and operations management. Also, I am a Level 2 Chartered Financial Analyst from CFA Org., Virginia, USA and Bachelor of Engineering. I also have over 8 years of experience as a software developer. My expertise lies in AngularJS, JQuery, Bootstrap, NodeJS, PhoneGap, HTML5, CSS3, AJAX, MySQL, MongoDB, Android mobile app development. I have worked on Wordpress, Joomla, Drupal CMS. I have helped MBA students from reputed universities in the US, Australia, UK and Canada with their projects and assignments for the past 3 years. Having worked on similar assignments, I know exactly what is expected from MBA students to get high grades.  less

    project-management product-management business-analysis financial-analysis strategic-planning business-plans internet-marketing affiliate-marketing market-research business-models financial-modeling marketing-strategy 00 more less
    • $5.56 HOURLY RATE
    • 5.0
    • 7349 HOURS
    • INDIA
    • LAST ACTIVE
    • 0 PORTFOLIO ITEMS
    • 11 TESTS
  • MBA, ACCA, Business planning, Financial Analysis & Planning, Modeling

    Being a highly experienced finance and business planning professional my aim is to contribute my skills and experience to help You increase profits, improve cash flows, grow your business and as a result achieve great results. I have acted as … more

    Being a highly experienced finance and business planning professional my aim is to contribute my skills and experience to help You increase profits, improve cash flows, grow your business and as a result achieve great results. I have acted as a business and finance consultant for 12 IT start-ups from US, UK, India, Canada, Australia and Russia and have lead 3 of them to successful funding. I have a solid experience of more than 8 years in financial analysis and financial planning, business planning, financial modeling, feasibility studies, etc. I am also passionate about start-ups and want to connect a great team. Feel free to connect me if: -> You have an ongoing or a start-up business. -> You need a bankable business plan, or a financial model. -> You need to raise finance. -> You need to address challenging financial issues. -> You need to know your financial condition and see the future. I hold MBA in Commerce and Finance. I am currently an ACCA student (www.accaglobal.com). I am fluent in English and Russian. I am an advanced user of MS/OS, MS Word, Excel (vlookup, pivot tables), Visio, Power Point, Project Manager.  less

    financial-analysis business-plans budgeting cost-accounting market-research microsoft-excel microsoft-visio financial-modeling microsoft-word microsoft-powerpoint business-valuation 00 more less
    • $22.00 HOURLY RATE
    • 4.8
    • 306 HOURS
    • ARMENIA
    • LAST ACTIVE
    • 5 PORTFOLIO ITEMS
    • 12 TESTS
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